花开时节，柠檬飘香。 位于四川省安岳县的鑫柠乐果业有限公司车间内，一颗颗金黄色的柠檬"坐"上传送带，依次落入纸箱， 随即被打包、装车。 "这批柠檬将陆续发往哈萨克斯坦、沙特阿拉伯等国家和地区。"公司负责人蒋雄介绍，"2024年我们销 售柠檬1.7万吨，其中自营出口产值2000万元。" 2023年7月，习近平总书记在四川考察时指出："要在产业发展、乡村建设、乡村治理等方面，聚焦群众 反映强烈、能抓得住、抓几年就能见到成效的几件事，集中资源，加快突破，形成标志性成果。" 安岳县地处四川盆地中部，气候湿润温热，适宜柠檬生长。深入贯彻落实习近平总书记重要指示精神， 安岳县从种植、加工到销售全面发力，持续打造柠檬全产业链，助力群众增收。 种好柠檬，现代农业技术赋能。 今年1月，拿到中国质量认证中心出具的认证证书，蒋雄对柠檬出口信心更足："我们已经获得多个国际 权威认证。" "去年，我们用无人机喷洒农药、运输果品。"种了十几年柠檬的合作社负责人吴建明今年有了新打 算，"升级滴灌设备，到时只需在手机上轻轻一点，滴灌设备就能自动运行。" 太空育种、大棚栽培、综合防控……安岳县不断引进吸收农业前沿技术，为柠檬产业发展插上科技的 ...

证券代码：000061 证券简称：农产品 编号：2025-004 深圳市农产品集团股份有限公司投资者关系活动记录表 | 投资者关系活动类别 | 特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 ☐业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 形式 | 现场 ☐网上 电话会议 | | | 电话会议：峰岚资产、关呈私募、仁桥资产、象舆行投资、友邦 人寿、国泰海通证券、腾辉盛华私募基金、富国基金、华宝基金、 | | 参与单位名称及人员姓名 | 明汯投资、Green Court Capital、工银瑞信基金、创富兆业、东吴 | | | 证券等基金经理、机构分析师、研究员共计 16 名投资者 | | 时间 | 2025 年 5 月 9 日 10:00-11:00 | | 地点 | 深圳市农产品集团股份有限公司董事会秘书办公室 | | 上市公司接待人员姓名 | 江疆 董事会秘书 | | | 董事会办公室专员 谢智恒 | | | 一、公司基本情况介绍 | | 投资者关系活动主要内容 | 公司成立于1989年 ...

Core Viewpoint - China CRRC has successfully launched its first high-altitude wind turbine designed for high-altitude regions, marking a significant milestone in the construction of the largest and most comprehensive "wind-solar-storage-hydrogen" integrated industrial base in western China [1][2] Group 1: Product Development - The newly launched high-altitude wind turbine and the 5.X MWh energy storage system are specifically designed for harsh high-altitude environments, ensuring safe, efficient, and stable operation under extreme conditions such as high turbulence, high radiation, strong sandstorms, low temperatures, and low pressure [1] - China CRRC is one of the earliest companies in China to enter the wind power equipment manufacturing sector, possessing a complete wind power equipment industry chain [1] Group 2: Industrial Base and Projects - The newly established CRRC Delingha New Energy Equipment Manufacturing Industrial Park includes energy storage systems and wind turbine manufacturing workshops, with plans to expand into wind turbine blades, towers, and electrical equipment [1] - The nearby 1 million kW source-network-load-storage project includes 700,000 kW of photovoltaic power, 300,000 kW of wind power, and 200 MW/800 MWh of electrochemical energy storage, expected to generate 2.3 billion kWh of green electricity annually, saving 700,000 tons of standard coal and reducing CO2 emissions by 1.9 million tons [2] - The project will fully utilize core equipment manufactured locally by China CRRC in Qinghai [2] Group 3: Collaboration and Strategy - China CRRC aims to leverage its dual-track industrial advantages in rail transit and clean energy equipment, integrating with Qinghai's regional and energy advantages to develop the Delingha industrial park into the largest and most comprehensive "wind-solar-storage-hydrogen" integrated industrial base in western China [2] - The company has signed a "Clean Energy Equipment Industry Chain Co-construction Action Plan" with over ten upstream and downstream enterprises in Qinghai, including Trina Solar and Ganfeng Lithium, to support the establishment of a modern clean energy industry system in Qinghai [2]

Core Insights - The blood purification sector is experiencing new growth opportunities, highlighted by Weigao Blood Purification's successful A-share online subscription on May 8, 2025, marking a significant milestone for the company and the industry [1] - Weigao Blood Purification has established itself as an industry leader through over 20 years of focused development in blood purification medical products, driven by technological innovation and patient needs [2] - The company has achieved a domestic market share of 32.5% in blood dialysis devices and 31.8% in blood dialysis tubing, ranking first in both categories, thanks to continuous innovation in membrane materials and production processes [3] Industry Background - The demand for blood purification is surging due to an aging population and rising chronic kidney disease rates in China, with a nearly 10% annual compound growth rate in blood dialysis patients from 2017 to 2023 [2] - Weigao Blood Purification offers a comprehensive product line covering both hemodialysis and peritoneal dialysis, providing a one-stop procurement service for medical institutions [2] Technological Advancements - The company has made significant breakthroughs in the localization of key consumables, enhancing the solute clearance rate of dialysis devices by over 15% while reducing allergic reactions [3] - Collaborations with international firms have led to the development of innovative products, such as the first neutral peritoneal dialysis solution in China, which reduces the risk of peritoneal fibrosis [3] Capital Market Engagement - Weigao Blood Purification aims to raise 1.35 billion yuan through its A-share listing, with funds allocated for R&D center construction and production capacity upgrades [4] - The company plans to establish a world-class R&D laboratory and invest in advanced testing equipment to enhance its innovation capabilities [4] Production and Market Expansion - The establishment of new production facilities is expected to significantly increase the capacity for dialysis devices, responding to growing market demand [5] - Weigao Blood Purification has built a vast sales network covering over 6,000 medical institutions across 31 provinces, with plans to strengthen its presence in lower-tier cities and expand internationally [5] Future Outlook - The company's entry into the A-share market represents a pivotal moment in its development and the broader blood purification industry, with a commitment to innovation and quality to meet diverse market needs [5]

今年2月份，参加完民营企业座谈会，黑龙江飞鹤乳业有限公司董事长冷友斌倍感振奋。他说，"会议强 调要坚定不移走高质量发展之路，坚守主业、做强实业，加强自主创新，这让我们更有底气聚焦核心技 术突破，不断做大做强中国奶粉品牌，以实际行动推动高质量发展"。 "中国宝宝的奶瓶要掌握在中国人自己的手中。"冷友斌坚信，没有好的奶源，没有规模化的牧场，就没 有好的产品。从一粒种子、一棵牧草、一头奶牛到一罐奶粉，飞鹤乳业持续加大在全产业链上的投入， 加速技术创新与科研转化，提升企业核心竞争力，"未来，中国飞鹤以全球化研发赋能，持续拓展海外 市场，提升品牌的全球影响力"。 自建牧场 "婴幼儿配方奶粉是所有乳品中科技含量和精细度要求最高的。"冷友斌坦言，做婴幼儿配方奶粉没有诀 窍，只有老老实实打基础，根深才能叶茂。 黑龙江省齐齐哈尔市位于北纬47度，这里有充沛的阳光、肥沃的黑土地、广袤的平原，是世界公认的黄 金奶源带。早在赵光农场当技术员时，冷友斌就提出"得奶源者，得天下"。在那个手工挤奶、满大街送 奶的时代，冷友斌坚持自建奶源基地。 过去，乳企多采取向散户收奶或集中奶站榨奶的模式，难以避免掺假、奶质参差不齐等问题。与此同 时，中 ...

Core Insights - The article highlights the significant increase in China's exports despite the challenges posed by U.S. tariffs, showcasing the resilience and competitiveness of Chinese manufacturing in the global market [1][17]. Trade Performance - In Q1, mechanical and electrical products accounted for 53% of China's export value, with 72,000 new energy vehicles sold primarily to Mexico and the UAE [3]. - Urea fertilizer sales in Henan surged by 947.8% quarter-on-quarter, with costs dropping by 700 yuan per ton, disrupting international pricing [3]. Manufacturing Efficiency - China's supply chain efficiency is emphasized, particularly in the electric vehicle sector, where all components can be sourced within a 50-kilometer radius, significantly outperforming traditional manufacturing hubs like Detroit [5]. - The global shipbuilding industry is dominated by China, holding 70% of new ship orders, with some companies like Hudong-Zhonghua having orders extending to 2030 [5]. Technological Advancements - The export of industrial robots increased by 81.9%, with Polish factories replacing German equipment with "Chinese smart manufacturing" [6]. - Innovative products, such as AI-integrated cleaning robots and advanced cameras, are gaining popularity in international markets, indicating a shift in consumer perception towards Chinese goods [6]. E-commerce Growth - Cross-border e-commerce is thriving, with platforms like Dunhuang.com utilizing smart systems to circumvent U.S. tariffs by splitting orders into smaller, tax-exempt packages [8]. - The volume of cross-border e-commerce at Hangzhou Xiaoshan Airport grew by 30%, driven by high demand for mobile accessories and clothing [8]. Policy Support - The Chinese government has implemented reforms, such as batch inspection reforms by Lanzhou Customs, which have expedited the export process and reduced clearance times by 30% [12]. - The China-Europe Railway Express saw a 15% increase in trips this year, with freight costs decreasing by 30%, facilitating trade from various regions in China to Europe [12]. Competitive Response - In response to U.S. tariffs, companies are innovating, such as a shoe factory in Quanzhou developing its own "air suspension technology" to compete with major brands like Nike [15]. - The Ministry of Commerce has initiated actions to improve product quality and reduce counterfeit goods, with significant enforcement against trademark infringements [15].

Core Viewpoint - The 2025 Baquan Pharmaceutical Trade Fair will be held from May 17 to 21 in Xinxiang, aiming to create a comprehensive platform for academic exchange, industry cooperation, and international connection in the traditional Chinese medicine (TCM) sector [1][3]. Industry Development - Xinxiang, known as a "natural medicine repository," boasts over 1,017 types of Chinese medicinal materials, with notable varieties like Chaihu, Lianqiao, and Shancha recognized nationwide [3]. - The Baquan Pharmaceutical Trade Fair has a history of over 600 years and is recognized as a national intangible cultural heritage, emphasizing its cultural significance in the TCM industry [3]. Event Focus - This year's fair will focus on innovative drug research and development, medical devices, modernization of TCM, and smart healthcare, showcasing the latest industry developments [3]. - The event will also facilitate international cooperation, promote the internationalization of TCM standards, and deepen the connection between China's pharmaceutical industry and international markets [3]. Cultural Integration - The fair will incorporate traditional activities such as exhibitions, trade matching, and economic investigations, while also introducing new features that align with current trends in medicine, culture, and tourism [3][4]. - Xinxiang aims to leverage the fair to enhance the integration of TCM culture into everyday life, promoting a dynamic transmission of cultural heritage [4]. Tourism and Economic Development - The local government plans to use the fair as a catalyst to transform the South Taihang region from "ecological sightseeing" to "health and wellness vacation," creating a new brand of "TCM + wellness tourism" [5]. - Xinxiang is positioning itself as a benchmark city for the integration of TCM and cultural tourism, with initiatives to make TCM culture more accessible and experiential for visitors [5].

Core Viewpoint - The Chinese sauce liquor industry is undergoing a deep adjustment, with leading brands like Moutai, Wuliangye, and Luzhou Laojiao accelerating expansion due to their brand and channel advantages, leading to a concentration of market resources among companies with core competitiveness [1] Group 1: Company Strategy - Nanjian Liquor Industry stands out through three definitive advantages, providing valuable cooperation opportunities for liquor merchants [3] - The company prioritizes quality as the core driving force for brand development, implementing full industry chain quality control from raw material selection to traditional brewing processes [3] - Nanjian Liquor Industry emphasizes long-term value in brand building, enhancing brand awareness and reputation through a comprehensive communication matrix [5] Group 2: Market Positioning - A complete channel system is key to Nanjian Liquor Industry's market growth, ensuring stable supply from production to consumption with guarantees of "no stockouts, no overstocking, and no price chaos" [7] - The development practices of Nanjian Liquor Industry reflect three major trends in the sauce liquor industry: competition has evolved into a contest of full industry chain control capabilities, brand building requires a blend of cultural depth and modern communication, and channel development is shifting from extensive expansion to refined operations [9] Group 3: Industry Trends - Nanjian Liquor Industry not only offers opportunities for short-term performance breakthroughs for liquor merchants but also represents a strategic choice to participate in industry value reconstruction and share in brand growth dividends [9] - Choosing Nanjian means aligning with high-quality industry development and embarking on a new journey of long-term win-win cooperation [9]

如果您希望可以时常见面，欢迎标星收藏哦~ 4月23日，第二十一届上海国际汽车工业展览会正式在国家会展中心（上海）举行，在本届车展 上，华大半导体覆盖了从设计、材料、制造到封测全产业链的展区吸引了不少参展观众的目光。 在本次展会上，华大带来了来自6家芯片设计企业、1家材料企业和1家晶圆制造企业的"家族式集 体亮相"。尤其是在功率半导体领域，其展示的SiC（碳化硅）产品、IGBT器件等核心器件，引来 了不少整车厂与Tier 1厂商的驻足洽谈。 "我们不是展示PPT，而是来展示真正能上车的芯片。"展台负责人强调。这些芯片不仅满足AEC- Q100、ISO 26262等国际车规认证，还通过与中汽中心、工信部五所等机构的合作，在测试与验 证流程上做到了系统化、标准化。 值得一提的是，华大半导体旗下专注于功率器件的子公司上海贝岭和飞锃半导体，依托与积塔半导 体的深度合作，充分整合其成熟领先的制造能力，实现功率器件的大规模生产与高质量交付。 其中，在碳化硅原材料方面，飞锃选用同为华大半导体旗下子公司中电化合物的碳化硅硅片，有效 解决掺杂工艺带来的质量波动问题，确保材料性能稳定。而在技术路径上，飞锃半导体在碳化硅 MOSFE ...

证券代码： 002425 证券简称：ST 凯文 凯撒(中国)文化股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称及 人员姓名 线上参与公司 2024 年度网上业绩说明会的全体投资者 时间 2025 年 5 月 9 日 (周五) 15:00-17:00 地点 公司通过 "中国证券报·中证网"(http://www.cs.com.cn) 采 用网络远程的方式召开业绩说明会 上市公司接待人 员姓名 1、 总经理何啸威先生 2、 财务总监刘军先生 3、 董事会秘书邱明海先生 4、 独立董事马汉杰先生 投资者关系活动 主要内容介绍 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 1、公司有哪些新游戏的规划？ 答：作为中国 IP 游戏领域的先行者，公司在 2024 年持续深 化"IP 全产业链运营"战略，依托跨平台联动开发能力和全球化 IP 运营体系，目前公司 IP 储备等待上线的项目包括不限于《遮 天世界》《全明星觉醒》《奥特曼光之战士》《航 ...